Lord & Richards Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Lord & Richards Wealth Management, LLC
- $95.7 Billion
- Q2 2025
A detailed history of Lord & Richards Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lord & Richards Wealth Management, LLC holds 83,216 shares of PGF stock, worth $1.19 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
83,216
Previous 36,580
127.49%
Holding current value
$1.19 Million
Previous $522 Million
124.78%
% of portfolio
1.23%
Previous 0.59%
Shares
2 transactions
Others Institutions Holding PGF
# of Institutions
184Shares Held
10.8MCall Options Held
21.1KPut Options Held
0-
Morgan Stanley New York, NY1.71MShares$24.4 Million0.0% of portfolio
-
Ubs Group Ag1.11MShares$15.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC975KShares$13.9 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA820KShares$11.7 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC676KShares$9.67 Million0.0% of portfolio